Master data
Here you can get answers to questions concerning master data, such as the management of projects, users and workflows or the creation of contractors and contracting entities.
- How do I filter buyers and tenants by project?
- Master data
- Add contractors
- Tax waiver certificate
- Add contracting entities
- Add property
- Invite users
- User management
- Custom fields
- Data Export
- Create an invoice workflow (Admin)
- Edit approval stamps in the invoice workflow
- Create a change order workflow (Admin)
- Create an approval process (Admin)
- Workflow analytics
- Change History